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	Tax Library

Tax Library

Welcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.

Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.

Tax Forms

Access IRS tax forms.
Tax Rates

Find your tax rate.
Tax Publications

Access IRS Publications.
Tax Glossary

Tax terms from A to Z.
Tax Calendar

View key dates for the upcoming tax season.
TaxWise Strategies

Educate yourself on tax-advantaged investing.

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.

William G. (Greg) Dorriety is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc., Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the States of Alabama, Arizona, Florida, Kentucky, Mississippi, Ohio and Oklahoma. No offers may be made or accepted from any resident outside the specific state(s) referenced.

If Registered Investment Advisor is SEC registered:

William G. (Grege) Dorriety is also separately registered as an investment advisor representative under Investment Advisors Asset Management, LLC, a Registered Investment Advisor, registered with the Securities and Exchange Commission. Optimum Asset Management is affiliated with Investment Advisors Asset Management, and both entities are not affiliated with Royal Alliance Associates. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Alabama, Florida, Kansas, Massachusetts, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania.
IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.